-7.4%
RKLB vs VUG
+4.9%
-12.3%
-66.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +1.5% | -5.3% | -7.9% |
| 7D | -10.6% | -3.0% | -7.6% | -2.9% |
| 30D | -28.3% | -6.4% | -21.8% | -13.4% |
| 3M | -29.7% | -3.2% | -26.5% | -22.1% |
| 6M | -34.8% | +3.1% | -37.9% | -37.7% |
| YTD | -24.9% | +6.3% | -31.2% | -32.6% |
| 1Y | -7.4% | +5.2% | -12.6% | -13.8% |
| All | -7.4% | +4.9% | -12.3% | -13.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VUG.
Daily Out/Under-Performance
Portfolio return minus VUG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VUG return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded VUG wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling